Altaone Federal Credit Union 401(K) Plan — Form 5500 plan (Altaone Federal Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Altaone Federal Credit Union 401(K) Plan is a benefit plan reported by Altaone Federal Credit Union under EIN 95-1658623 and plan number 002. The latest loaded filing year is 2023. The filing reports 253 participants and $9,712,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altaone Federal Credit Union
- EIN
- 95-1658623
- Plan number
- 002
- Plan type
- 2
- Location
- Ridgecrest, CA
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $9,712,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20250408171019NAL0011366755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,712,470
- Net assets (EOY)
- $9,712,470
- Net assets (BOY)
- $8,619,737
Income & contributions
- Employer contributions
- $242,424
- Participant contributions
- $631,657
- Total contributions
- $876,127
- Total income / additions
- $2,304,567
Expenses & distributions
- Benefits paid
- $1,182,991
- Administrative expenses
- $28,843
- Total expenses
- $1,211,834
- Net increase / (decrease)
- $1,092,733
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY-PLAN | $21,720 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORD KEEPER | $7,123 | $0 | 2023 |